IXC:NYE-iShares Global Energy ETF (USD)

ETF | Equity Energy |

Last Closing

USD 36.37

Change

-3.36 (-8.46)%

Market Cap

N/A

Volume

1.49M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2025-04-04 )

Largest Industry Peers for Equity Energy

Symbol Name Price(Change) Market Cap
XLE Energy Select Sector SPDR® Fu..

-7.98 (-9.20%)

USD 31.52B
VDE Vanguard Energy Index Fund ETF..

-10.91 (-9.07%)

USD 7.47B
FENY Fidelity® MSCI Energy Index E..

-2.14 (-9.03%)

USD 1.47B
OIH VanEck Oil Services ETF

-29.06 (-12.27%)

USD 1.14B
FXN First Trust Energy AlphaDEX® ..

-1.63 (-10.85%)

USD 0.34B
CNRG SPDR® Kensho Clean Power ETF

-2.37 (-4.85%)

USD 0.13B
PXE Invesco Dynamic Energy Explora..

-2.90 (-10.91%)

USD 0.09B
FILL iShares MSCI Global Energy Pro..

-1.93 (-8.24%)

USD 0.08B
PXJ Invesco Dynamic Oil & Gas Serv..

-2.64 (-11.39%)

USD 0.03B
CRAK VanEck Oil Refiners ETF

-1.75 (-6.42%)

USD 0.02B

ETFs Containing IXC

N/A

Market Performance

  Market Performance vs. Industry/Classification (Equity Energy) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -4.74% 100% F 56% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -4.74% 100% F 55% F
Trailing 12 Months  
Capital Gain -18.60% 94% A 21% F
Dividend Return 2.01% 86% B+ 39% F
Total Return -16.59% 100% F 21% F
Trailing 5 Years  
Capital Gain 110.72% 25% F 75% C
Dividend Return 35.84% 44% F 73% C
Total Return 146.56% 25% F 77% C+
Average Annual (5 Year Horizon)  
Capital Gain 18.99% 19% F 81% B-
Dividend Return 22.26% 19% F 82% B
Total Return 3.27% 75% C 66% D+
Risk Return Profile  
Volatility (Standard Deviation) 25.52% 88% B+ 41% F
Risk Adjusted Return 87.25% 56% F 90% A-
Market Capitalization N/A N/A N/A N/A N/A

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

What to not like:
Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.